How to unlock Europe’s super strong stock market year
Always use a benchmark, analyse its components – sector weightings, country weightings, style tilts – and how they intersect
HOW should you position for 2025? My previous column detailed the shockingly big, Europe-led year I foresee. To harness its upside, you must position wisely. Here is how.
Step one to managing a portfolio: Always use a benchmark. Always!
A benchmark is any big, broad, market capitalisation-weighted index – one giving greater clout to firms with greater market value (unlike America’s Dow or Japan’s Nikkei, which weight constituents solely by share price).
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